Sales in the field is not a matter of people — it's a matter of process

Sales in the field is not a matter of people — it's a matter of process

Sales in the field are not “out of business”.

It is one of its most critical points.

And when they are not organized, they create gaps that are not seen directly — but costly.


Most businesses rely on salespeople.

In their experience.

At their discretion.

In the personal relationship with the customer.

In practice, however, this is not a system.

It's instability.


The most common problem is the lack of recording.

It is not clear.

Which customers visited
What was said
What was agreed
What's next

And when these are not recorded, the business has no image.

So he has no control.


Immediately after that comes the disconnection.

Sales in the field work “separately”.

They are not connected to the warehouse.

They are not related to finances.

They are not linked to the overall customer image.


And this is where the main problem arises:

The business does not operate uniformly.


If you want to properly organize sales in the field, the approach needs to change.

You don't start with the seller.

You start with the process.


President. - Commissioner, do you wish to speak again'?

What is the goal of each visit
What are the stages of sale
What information should be recorded
Next step?

Everyone should work with the same logic.


At this point, a well-structured CRM for Sales acts as a benchmark.

The information is gathered.

All activities are recorded.

The management has a picture.


At the same time, sales in the field must be linked to the overall function.

Orders, inventory, invoicing.

Everything has to work together.

This is achieved through a ERP for Business and a total Flow & Transaction Management.


When all this is working properly, sales in the field change level.

It is not an “activity”.

It is a controlled function.